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Release Notes for Version 2.0.19.0

Please read the following notes about this Wise Owl release carefully before installing it.

Description

Trust Bulk Transfer to General Function

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  • Allow creating an receipt as Confirmed or Draft. 
  • Show warning at the top of the Receipt Register if draft receipts are present. Reminds user to confirm draft receipts
  • Zero value invoices are automatically closed after posting to External Accounting System Removes possibility of open zero dollar invoices
  • Allow editing Matter Destroy date
  • When checking for outstanding time against an invoice, only billable records are considered. Time records entered against a Non-Billable Task code are no longer considered.
  • Fix wording of "Save Adjustment Note" button at top of page to be "Apply Adjustment Note", which is consistent with button at bottom of page.
  • Change default account for Bank Deposit List report to show the first undeposited funds account instead of the default receipt account.
  • Finance Summary tab on Matters now separates unconfirmed and confirmed invoices into a separate line. This is to be consistent with what can be receipted against.
  • When matter status changes, web browsers now refresh their cache. So that Closed / Archived matters do not continue to appear in drop down lists.
  • Fix wording of Country of Incorporation for company Contacts.
  • Receipt audit logs now include External ID field (Reckon primary keys).
  • Reckon Accounts qwc file template now requires unattended access for new data files.
  • Moved Typing Shortcuts to their own page with filters, as there were so many.
  • Update Crystal Reports Runtime to current version (old version was 13.0.9.1312, new version 13.0.16.1954). See http://scn.sap.com/docs/DOC-7824 for full details of changes.
  • Add Created Date and User Created to Disbursement page.
  • Moving report queries out of Crystal Report files into Wise Owl database to improve performance, and reliability of reports. Below report migrated now, others to follow as required:
    • Finance Transaction Listing
    • Matter List
    • Matters by Client
    • Invoices for Trust Transfer
    • File Open Statistics
    • Client Ledger
    • Customer Statement
    • Trust Matter Ledger
    • Trust Trial Balance
  • Reports added:
    • Trust Statement (using Times New Roman font)
    • Trust Statement (using Times New Roman font for Letter paper)
    • Trust Statement Receipt & Payment Cols
    • Matter Archive Report - a combination of Client Ledger, Customer Statement and Trust Matter Ledger - for a single matter
    • Billing Summary By Type Of Law
    • Billing Summary List w Matter Name
    • Draft Bills List
    • Non-Billed Time Detail by Matter by FE
    • Billing by Status & Type Law Table
    • Billing by Type Law % Table
    • Billing by Type Law & Status Table
    • Billing by Type Law % Table w Type Law Name
    • Fees By Type of Law (3 levels of detail, variations for weekly and monthly date grouping)
    • Trust to General Transfer
    • All Client Activity (similar to PC Law Client Ledger report)

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